Navigate to the Reporting, then select the Billing. Double-click CMS 1500 from the list.

Click the calendar icon to select the date range you would like to view.

Select the account you would like to create a CMS 1500 for.

If your account isn’t visible, use this drop-down to view more options.

Select the Place of Service to be entered into section 24B on the CMS 1500. If there is a different Place of Service other than the options from the drop-down, it can be entered into the Enter a Value box.

In this field, you may enter a provider #, other than the default. It will populate in section 33B on the report.

Select True if you would like each trip to have their own CMS 1500 form. Select False if you would like multiple trips on each CMS 1500 form.

Select True if you’re printing your CMS 1500 forms on regular paper. Select False if you’re printing the fields onto CMS 1500 forms.

Select True if you would like the line units to be displayed in decimal format.

Click OK to generate the report.

Click this button to print the CMS 1500.

Use these buttons to toggle between report pages.

The account name and primary address are displayed at the top of the CMS 1500.

The member # populates in section 1A.

Information from the Client Profile populates in this section. This includes patient name, insured’s name (if applicable), date of birth, address and telephone number.

This section of the CMS 1500 populates with SOF to indicate that the client’s signature is on file.